MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$15.3M
3
+$11.9M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.3M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$8.05M

Top Sells

1
+$8.64M
2
+$5.26M
3
+$5.24M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.27M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.86M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 4.77%
3 Communication Services 3.42%
4 Financials 3.36%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MINT icon
226
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$2.09M 0.09%
21,143
-28,224
CIBR icon
227
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$2.08M 0.09%
54,126
+2,405
FLQL icon
228
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.67B
$2.07M 0.09%
56,431
-1,649
AMD icon
229
Advanced Micro Devices
AMD
$353B
$2.06M 0.09%
32,587
-1,172
FTSL icon
230
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$2.05M 0.09%
46,537
-1,182
RODM icon
231
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.29B
$2.03M 0.09%
93,471
-6,337
LOW icon
232
Lowe's Companies
LOW
$139B
$2.02M 0.09%
10,741
-1,036
SCHO icon
233
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$2.01M 0.09%
83,118
+1,476
MGK icon
234
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$2M 0.09%
11,471
-407
CMCSA icon
235
Comcast
CMCSA
$99.8B
$2M 0.09%
68,106
-4,100
SOFI icon
236
SoFi Technologies
SOFI
$35.2B
$2M 0.09%
408,997
+207,919
SPGP icon
237
Invesco S&P 500 GARP ETF
SPGP
$2.46B
$1.97M 0.08%
26,353
+16,079
BEP icon
238
Brookfield Renewable
BEP
$7.87B
$1.97M 0.08%
+62,909
WPC icon
239
W.P. Carey
WPC
$14.5B
$1.95M 0.08%
28,586
+3,063
SPHD icon
240
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.06B
$1.94M 0.08%
49,716
+1,711
ABT icon
241
Abbott
ABT
$218B
$1.94M 0.08%
20,072
+481
MO icon
242
Altria Group
MO
$98.8B
$1.93M 0.08%
47,687
+6,424
ARKG icon
243
ARK Genomic Revolution ETF
ARKG
$1.23B
$1.92M 0.08%
58,525
-3,311
EEM icon
244
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.92M 0.08%
55,170
+1,216
KMB icon
245
Kimberly-Clark
KMB
$35.2B
$1.92M 0.08%
17,020
-109
VXUS icon
246
Vanguard Total International Stock ETF
VXUS
$112B
$1.91M 0.08%
41,639
+20,133
D icon
247
Dominion Energy
D
$51.3B
$1.9M 0.08%
27,452
+427
F icon
248
Ford
F
$52.1B
$1.9M 0.08%
169,365
-1,530
MTUM icon
249
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$1.9M 0.08%
14,460
-160
ARKW icon
250
ARK Web x.0 ETF
ARKW
$2.18B
$1.89M 0.08%
41,453
+7,270
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